Imboni yezamandla entsha ithwele kanzima kusukela yafinyelela phezulu ngasekupheleni kuka-2021. I-CSI New Energy Index yehle ngaphezu kokubili kokuthathu, ivale abatshalizimali abaningi. Naphezu kwemibuthano yezikhathi ezithile ezindabeni zenqubomgomo, ukutholwa okuhlala njalo kuhlala kungenakwenzeka. Nasi isizathu:
1. Umthamo omkhulu kakhulu
Ukunikezwa ngokweqile kuyinkinga enkulu yemboni. Isibonelo, isidingo somhlaba wonke sokufakwa okusha kwelanga ngo-2024 singase sifinyelele cishe ku-400-500 GW, kuyilapho umthamo ophelele wokukhiqiza usuvele ungaphezu kuka-1,000 GW. Lokhu kuholela ezimpini zamanani ezishubile, ukulahlekelwa okukhulu, nokubhalwa phansi kwempahla kulo lonke uchungechunge lokuhlinzeka. Kuze kube yilapho umthamo wemali eningi ususuliwe, imakethe mancane amathuba okuthi ibone ukuphinda kuphindwe okuzinzile.
2. Ukushintsha okusheshayo kwezobuchwepheshe
Ukuqamba okusha okusheshayo kusiza ukunciphisa izindleko nokuncintisana namandla endabuko, kodwa futhi kuguqula ukutshalwa kwezimali okukhona kube imithwalo. Elanga, ubuchwepheshe obusha obufana ne-TOPCon bushintsha ngokushesha amaseli amadala we-PERC, okulimaza abaholi bemakethe bangaphambilini. Lokhu kudala ukungaqiniseki nakubadlali abasezingeni eliphezulu.
3. Ukwenyuka kwezingozi zohwebo
I-China iphethe ukukhiqizwa kwamandla amasha emhlabeni jikelele, okwenza kube umgomo wemingcele yokuhweba. I-US ne-EU zicubungula noma zisebenzisa amanani entengo nophenyo emikhiqizweni yase-China yelanga ne-EV. Lokhu kusongela izimakethe ezithumela kwamanye amazwe ezihlinzeka ngenzuzo ebalulekile ukuze kuxhaswe i-R&D yasekhaya kanye nokuncintisana kwamanani.
4. Ukuhamba kancane kwenqubomgomo yesimo sezulu
Ukukhathazeka ngokuvikeleka kwamandla, impi yaseRussia-Ukraine, kanye nokuphazamiseka kobhubhane kuholele ekutheni izifunda eziningi zibambezele izinjongo zekhabhoni, zehlisa ukukhula kwesidingo samandla esisha.
Kafushane
Umthamo oweqileiqhuba izimpi zamanani nokulahlekelwa.
Ukushintsha kwezobuchwephesheyenza abaholi bamanje babe sengozini.
Izingozi zohwebozisongela ukuthunyelwa ngaphandle kanye nenzuzo.
Ukubambezeleka kwenqubomgomo yesimo sezulukungase kuhambe kancane ukufunwa.
Nakuba umkhakha uhweba ngendlela ephansi futhi umbono wawo wesikhathi eside uqinile, lezi zinselele zisho ukuthi ukuguqulwa kwangempela kuzothatha isikhathi nokubekezela.
Isikhathi sokuthumela: Jul-08-2025
